Switchgear Mechanical Operation Check

Inspection template for recording no-load open/close operation counts and verifying interlocks, indicators, and mechanical function on each switch mechanism before energization.

Inspection Details

• Equipment identification recorded
  Record switchgear lineup, feeder, cubicle, breaker, or switch mechanism identification.
• Inspection date and time recorded
  Document when the no-load mechanical operation check was performed.
• Inspector name and qualification recorded
  Record the inspector and confirm they are a qualified person or competent person as applicable.
• Reference procedure or work order recorded
  Record the applicable procedure, commissioning plan, maintenance work order, or test record.
• Equipment de-energized and work area controlled
  Confirm the equipment was isolated, verified de-energized, and the work area was controlled before testing.

Safety and Pre-Check Conditions

• Lockout-tagout applied and verified
  Confirm lockout-tagout controls were applied and verified before mechanical operation testing.
• Appropriate PPE worn for the task
  Select the PPE used for the inspection and test.
• Working space and access are unobstructed
  Confirm required working space, access, and egress around electrical equipment are unobstructed.
• Test area free of loose tools, debris, and foreign objects
  Confirm the switchgear compartment and surrounding area are clear before operating mechanisms.
• Applicable drawings and single-line diagram available
  Confirm current drawings, wiring diagrams, and the single-line diagram are available for reference.

Mechanical Operation Test

• No-load open operation count completed
  Record the number of no-load open operations performed on this mechanism.
• No-load close operation count completed
  Record the number of no-load close operations performed on this mechanism.
• Open operation is smooth and complete
  Verify the mechanism opens fully without binding, hesitation, abnormal noise, or incomplete travel.
• Close operation is smooth and complete
  Verify the mechanism closes fully without binding, hesitation, abnormal noise, or incomplete travel.
• Mechanical operating handle or drive mechanism functions correctly
  Confirm the operating handle, charging mechanism, spring mechanism, or drive linkage functions as intended.

Interlocks, Indicators, and Position Verification

• Mechanical interlocks prevent improper operation
  Verify interlocks function correctly and prevent unsafe or incorrect switching sequences.
• Position indicator matches actual switch position
  Confirm open/closed or racked-in/racked-out indicators match the actual mechanism position.
• Auxiliary status indicators are legible and functional
  Verify labels, flags, lamps, or mechanical indicators are visible and correspond to the correct state.
• No abnormal wear, looseness, or damage observed
  Inspect for worn linkages, loose fasteners, cracked parts, or other mechanical deficiencies.

Deficiencies, Corrective Actions, and Sign-Off

• Deficiencies or non-conformances documented
  Record any observed deficiency, non-conformance, or critical item failure.
• Corrective action and retest required if needed
  Confirm whether corrective action and retesting are required before energization.
• Inspector signature
  Inspector signs to confirm the mechanical operation check is complete and accurate.
• Supervisor or authorized reviewer signature
  Supervisor or authorized reviewer signs off on acceptance or required follow-up.